The computer industry did not have good results in the third quarter of 2022. According to Counterpoint Research, PC sales dropped by almost 15% compared to the same period of the previous year. THE applehowever, went the other way after it saw an increase in the sale of Macs.
This Tuesday’s report (25) demonstrates the health of the sector in recent months. In this period, the companies sold 71.1 million units. The large figure, however, does not bring good news: when comparing the third quarter of 2022 with that of 2021, the industry had a 15.5% drop in sales.
“The decline in the third quarter of 2022 was largely due to weak demand in the consumer and commercial markets, which was mainly driven by global inflation,” the consultancy explained. “The decline in PC demand continued in the quarter despite extensive promotional activities by major OEMs, especially for consumer product lines.”
The fall showed up in good parts of the manufacturers. This is the case of Lenovo, the main brand of the period, which had a reduction of 16% after selling 16.9 million computers. HP and Dell, meanwhile, saw declines of 27% and 21%, respectively, as they shipped 12.7 million and 12 million PCs.
The exception is Apple. The iPhone maker saw a 7% increase in computer sales thanks to second-quarter releases. It is the case of new MacBooks Pro and MacBook Air, both with Apple M2revealed in June during the WWDC 2022.
“While component shortage issues are largely resolved, OEMs and ODMs maintain a relatively conservative view on Q4 2022 and Q1 2023,” the report said. “We are also adjusting our 2022 shipment forecast to a 13% year-on-year decline due to weak PC demand.”
Intel considers layoffs after PC industry slump
The scenario is not very prosperous for the computer industry. But Counterpoint Research noted that ARM-architected and gaming PCs “are better equipped to withstand the market downturn.” It’s all thanks to Apple chips, chipmakers’ incremental research efforts, and the wider ecosystem.
Meanwhile, Intel is already preparing to deal with winter, which is not far away. Last week, the Bloomberg reported that the company is preparing to reduce its workforce. The reason? Lower production costs amid falling computer sales.
The data reflects another analysis, this time by Gartner. According to the consultancy, global sales totaled 68 million units in the third quarter of 2022. But this result is 19.5% lower than the same period of the previous year, when 84.4 million computers were sold.
With information: Counterpoint Research and Gartner